The Cason Group serves insurance professionals by delivering creative sales and service solutions that exceed expectations through Group Benefits, Individual Medical, and Financial Services.
Job Title: Rep Development Program: Sales Trainee
Division: Group Benefits, Financial Services, or Individual Medical
Location: Initial Training (12-18 Months) will occur in Columbia, SC; Charlotte, NC; Raleigh, NC; Atlanta, GA; Nashville, TN
Relocation may be required after successful completion of initial training; potential locations include: Richmond, VA; Cincinnati, OH; Tampa, FL; Houston, TX; San Antonio, TX, or other location TBD
Type: Full-Time; May require occasional overtime, including evenings and weekends; Travel is required
Hiring Range: $45,000 - $65,000 annual salary (includes base salary plus quarterly guaranteed bonus with the opportunity to grow after successfully completing the initial training period)
Commitment: Three-Year Commitment to The Cason Group
Our Sales Trainee Rep Development Program (RDP) provides in-depth career training to our future TCG Sales Reps offering business and professional development while educating Trainees about the industry. Successful completion of the RDP will result in placement as a Sales Rep/Regional Consultant in a specified location.
What Our Sales Trainees Do:
- Consult and Collaborate: work with various departments to learn and perform aspects of TCG operations and sales-support roles
- Coordinate and Communicate: communicate regularly with Sales Representatives on prospecting, appointments, and advising agents and clients
- Drive Results: pass all RDP certifications; perform with excellence in meeting departmental metrics
- Stay Current in Industry: successfully obtain relevant Life and Health Insurance licensures; maintain up-to-date knowledge of products, carriers, quoting requirements, prescreening, underwriting guidelines, and TCG procedures
What We Are Looking For:
- Bachelor’s Degree or equivalent experience in a related field
- Excellent communication, interpersonal, and customer services skills as it relates to positively influencing and persuading others
- Ability to develop and deliver effective sales presentations
- Strong attention to detail and accuracy along with compliance of deadlines while managing and prioritize multiple tasks simultaneously
- Proficiency in Microsoft Office (Outlook and Teams); knowledge of databases
- Visibility requires maintaining a professional appearance and positive company image while interacting with the public
Why You Should Work With Us:
- Excellent Benefits: Health, Dental, Vision, Life, and Disability insurance options
- 401K Retirement Plan with company contribution
- Paid Time Off (vacation and holidays)
- Employee Assistance Program
- Charitable Matching and Paid Community Service Time
Skills Required
- Bachelor's degree or equivalent experience in a related field
- Excellent communication, interpersonal, and customer service skills
- Ability to develop and deliver effective sales presentations
- Strong attention to detail, accuracy, and ability to manage multiple tasks and deadlines
- Proficiency in Microsoft Office (Outlook and Teams) and knowledge of databases
- Willingness/ability to obtain relevant Life and Health insurance licensures
- Maintain professional appearance and positive company image when interacting with the public
- Three-year commitment to The Cason Group
What We Do
Founded in 1991, The Cason Group is a general agency that provides sales support and service to insurance professionals throughout the Southeast. They represent over 20 carriers, helping insurance agents find the best coverage for their clients through creative sales and service solutions. The company specializes in health and life products, guiding advisors and consultants with stable advice to exceed client expectations.
